RMR Wealth Builders’s Five Below FIVE Stock Holding History

RMR Wealth Builders’s Portfolio FIVE Stock Details FIVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-150	Closed	-$29K	–	348
2021 Q1	$29K	Buy	+150	New	+$28.3K	0.01%	453

Other funds holding FIVE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RMR Wealth Builders's FIVE Position: Q2 2021 in Review

RMR Wealth Builders sold out of Five Below (FIVE) in Q2 2021, closing a stake of 150 shares — an estimated $29K sold.

RMR Wealth Builders first reported a position in FIVE in Q1 2021 and held it in 1 quarter. The position peaked at $29K in Q1 2021. 467 funds tracked by Wall St. Rank hold FIVE as of Q2 2021.

RMR Wealth Builders reported no remaining Five Below position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 150 Five Below shares in Q2 2021, an estimated $29K.
RMR Wealth Builders first reported a position in Five Below in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's Five Below position peaked at $29K in Q1 2021.
467 funds tracked by Wall St. Rank held Five Below as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.